VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $453,903 | -7.5% | 8,481 | -0.4% | 0.19% | -2.1% |
Q2 2023 | $490,802 | +27.1% | 8,512 | +23.8% | 0.20% | +35.4% |
Q1 2023 | $386,031 | +41.8% | 6,875 | +30.7% | 0.14% | +38.5% |
Q4 2022 | $272,151 | -15.5% | 5,262 | -25.1% | 0.10% | -21.2% |
Q3 2022 | $322,000 | -15.7% | 7,028 | -5.1% | 0.13% | -9.0% |
Q2 2022 | $382,000 | +14.0% | 7,406 | +32.2% | 0.14% | +27.2% |
Q1 2022 | $335,000 | -80.5% | 5,600 | -86.3% | 0.11% | -77.1% |
Q1 2020 | $1,716,000 | -56.9% | 40,901 | -42.8% | 0.50% | -43.6% |
Q4 2019 | $3,985,000 | -0.8% | 71,563 | -8.0% | 0.88% | -12.8% |
Q3 2019 | $4,019,000 | -10.5% | 77,790 | -8.6% | 1.01% | +4.8% |
Q2 2019 | $4,491,000 | -8.2% | 85,135 | -9.7% | 0.96% | -10.0% |
Q1 2019 | $4,893,000 | -0.7% | 94,286 | -9.7% | 1.07% | -4.7% |
Q4 2018 | $4,929,000 | – | 104,387 | – | 1.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
Family CFO Inc | 170,696 | $10,197,000 | 10.35% |